Fisher Small Cap Fund Year To Date Return
| IUSCX Fund | USD 13.07 0.23 1.79% |
Fisher Small Cap fundamentals help investors to digest information that contributes to Fisher Investments' financial success or failures. It also enables traders to predict the movement of Fisher Mutual Fund. The fundamental analysis module provides a way to measure Fisher Investments' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fisher Investments mutual fund.
Fisher |
Fisher Small Cap Mutual Fund Year To Date Return Analysis
Fisher Investments' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Fisher Small Cap has a Year To Date Return of 0.0%. This indicator is about the same for the Fisher Investments average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Fisher Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fisher Investments' direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fisher Investments could also be used in its relative valuation, which is a method of valuing Fisher Investments by comparing valuation metrics of similar companies.Fisher Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Fisher Investments
The fund invests 99.44% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.56%) .Asset allocation divides Fisher Investments' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fisher Fundamentals
| Total Asset | 233.26 K | |||
| Annual Yield | 0 % | |||
| Net Asset | 206.85 K | |||
| Equity Positions Weight | 99.44 % | |||
| Bond Positions Weight | 0.56 % |
About Fisher Investments Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fisher Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fisher Investments using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fisher Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fisher Mutual Fund
Fisher Investments financial ratios help investors to determine whether Fisher Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fisher with respect to the benefits of owning Fisher Investments security.
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